Updating Qualifications

Update One Volunteer’s Qualifications 

  1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar 
  1. Click on the person’s name from the list that appears 
  1. In the “Main” tab, click on the “Qualifications” sub-tab 
  1. Update the qualification(s) as required  
  1. Click the [Save] button 

Update Multiple Profiles in Bulk 

  1. Go to: People, then click on “Bulk Update User Qualifications” found in the sidebar under Volunteers >> Qualifications 
  1. Search for the desired profiles to change  
  1. Once the search is complete, select the Qualification from the dropdown list 
  1. Value: Select the new option to be applied to the selected profiles: 
    • Set the desired value for every selected person, or 
    • Remove the existing option for every selected person 
  1. Click the [Update] button 
  1. Check the box to confirm the changes  
  1. Click the [Set the Level] button 

Note: The “Bulk Update User Qualifications” feature will replace any existing data in a field, with the new data specified; once changed this cannot be undone. 

Updated on March 30, 2021

Was this article helpful?

Related Articles